Filtering Accounts is a powerful tool that allows you to select an area on the map and then drill down into the selected area where you can display only certain accounts from certain territories. This comes in very handy if you need to move a particular segment from a geography in a sales territory and […]
Account overrides (Special Ownership Accounts) are accounts that reside in one territory but are actually assigned to a different sales territory and sales rep. These overrides may exist because of a typo or just accounts that have never been re-assigned to the proper territory. It is important to find these overrides to make sure they […]
One of the most common questions we are asked, is how to keep a territory within a state boundary. AlignMix’s Touch Align tool has a cool feature which makes this really easy to accomplish.
In this AlignMix 2016 feature update you will learn how to change the colors of your territories. You can even change the color scheme so that those who have a color impairment can use and see the entire sales territory alignment with ease.
You can easily assign and re-assign sales representatives to their territories with just one click. Simply pull up the territory table tab and then click on any field that says open under the “sales rep” column to select the sales rep you want assigned to that territory. This video will show you how to do […]
The AlignMix Radial Tool is an easy way to access several options for your selected territories. The Radial Tool can be used at any time while using the AlignMix 2016 Territory Mapping Software. The video above will show you how to use this tool step by step. With the Radial Tool you can: Delete a […]
Non-contiguous territories are territories that have islands or little satellites of zip codes located in another sales territory. Typically these occur by accident and need to be cleaned up and fixed in order to have a properly designed sales territory design. There are occasions where these areas are intentional (similar to special account overrides) where […]
Touch Align is a technology breakthrough in both ease of use and power when it comes to sales territory mapping (we have a patent pending on this technology). In this new tutorial I show you how to use some of the more advanced features of Touch-Align, as well as the basics. You’ll learn: How to […]
AlignMix 2016 will auto assign a customer ID number to all of your accounts if they don’t already have one. This typically applies to smaller companies that have never had the time or resources to assign an ID number to each account. AlignMix will auto assign each account a number as they are imported into […]
The Hide tool is a very powerful tool that allows you to hide territories that you are not currently working on. Lets say you only want to focus on a few states in the Northeast. You can simply hide all of the other territories so that you can focus on just the ones that need […]